Reports and forms

To create a custom report

Note:  You can use the Preferences window to select custom settings that affect all reports

  1. You may use one or more of the four features listed below to create a custom report, and you may use the features in any order you like.


    Note:  Some of your formatting changes won't appear in reports exported to Excel
    The procedure for each feature starts at the Index to Reports window.
  1. When you've finished making the custom changes you want, click the Save As button to save the report as a custom report. (To save a report as a custom report)


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